Experience Log
Operating log
This is the grounded timeline behind my portfolio, from research assistant to sell-side analyst.
I use this page to show where my research discipline came from, where the workflow-building habit started, and how the current project stack connects back to actual roles.
How to read this page
I use each role to show scope, repeated tasks, and the part of my operating style that still shows up in the portfolio.
Pair this page with [[Portfolio/Projects|Casefiles]] if you want to see the tools and systems that grew out of the same work.
Read for bottom-up research, reporting discipline, workflow cleanup, and evidence that my tooling is built on top of real finance work.
Snapshot
Five listed consumer companies with recurring model work and recommendation support at Vietcap.
Three automated workflows, including an AI vision monitor across an 80-company universe.
Volatility, search intensity, sentiment, Bitcoin, and geopolitical-risk projects from my UEH research period.
I treat dashboards, casefiles, and process notes as part of the work product, not as afterthoughts.
Experience timeline
Five listed consumer names
80-company corporate-update universe
Three recurring workflows automated
- I performed original, bottom-up research across five consumer-sector companies to support investment recommendations.
- I attended annual general meetings and quarterly earnings calls with management teams from more than seven covered companies and turned those updates into cleaner analyst notes.
- I updated financial models, tracked assumptions, and now help lead quarterly earnings research during reporting cycles.
- I automated three workflows, including an AI vision monitor for corporate updates across an 80-company universe.
Impact: faster monitoring, cleaner update cycles, and better research hygiene during earnings-heavy periods.
On-chain context, macro signals, market-cycle work
Cycle playbook, crypto dashboard, pricing and automation builds
- Conducted in-depth on-chain research to explore market trends and forecast price movement in crypto markets.
- Used AI and data analysis to sharpen trading decisions, review cadence, and scenario framing.
- Built the first versions of the crypto dashboard, market-cycle playbook, and tool-driven workflow now documented in the casefiles.
Impact: turned a discretionary research process into an explicit system with dashboards, framework notes, and review loops.
Mortgage comps and financial-statement review
Reporting support plus Excel and VBA cleanup
- I performed comparable-market analysis and mortgage valuation using historical residential-price trends.
- I conducted financial-statement analysis to support credit-rating work for corporate senior loans.
- I helped systematize payment and settlement records for more than 100 customers and used VBA to reduce repetitive data-entry work.
Impact: improved data consistency and reduced manual processing load inside a structured credit workflow.
Search intensity and stock volatility in Vietnam
R sentiment work, Python scraping, alternative-data testing
Young Scholar Award at VBER HCMC
- I worked on the research project Search Intensity and Stock Volatility: The Case of Vietnam, including web-scraping and back-testing work in R.
- I supported related research on sentiment versus Bitcoin prices and on building a geopolitical-risk index for the Vietnam market.
- The paper was published and later received the Young Scholar Award at VBER HCMC Open University.
Impact: translated unstructured information into testable signals and publishable research output.
Education and credentials
University of Economics HCMC, International School of Business. I graduated with an 8.2/10 GPA and finished in the top 10 percent of the 2023 class.
Corporate Finance, Financial Modeling and Valuation, Managerial Accounting, and Problem Solving in Organizations.
I am a CFA Level I candidate with emphasis on valuation, portfolio framing, and risk literacy.
Awards and leadership
I received the UEH Young Researcher 2022 recognition and the Young Scholar Award at VBER HCMC.
I received the UEH ISB Excellence Scholarship in 2020, 2021, and 2022.
I helped run UTC - UEH ISB Toastmasters Club workshops and received Best Prepared Speech recognition.
Production tools
Excel, VBA, R, SQL, and financial-model templates for valuation and assumption tracking.
Tableau, Power BI, Looker Studio, and TradingView for repeatable monitoring and review.
Python, AI-agent workflows, browser monitoring, and webhook-based publishing or update pipelines.